
Chase Wealth Management Private Client Advisor
You champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity and inclusion. You focus on relationship management not portfolio management. You demonstrate a deep understanding of financial markets and sound business judgement. You’ll rely on your personal drive, leadership and relationship-building skills to build a book of business and deliver personalized investment solutions to your clients. You exhibit unwavering integrity that points toward doing right by clients at every opportunity. Insights, interpersonal skills and meticulous planning allows you to support and guide your customers. You will embrace digital innovations so you can help clients become more digitally confident and bank when, where and how they want.
At least 2 years in a Financial Advisor role or equivalent financial services experience
Demonstrated ability and commitment to goals-based planning and advice
A valid and active Series 7
Certified Financial Planning (CFP®) certification is preferred
Customer Relationship Management
MS Word
Time Management Skills
MS Excel skills
Data analysis and presentation skills
Verbal communication
Driven and self-motivated
Prioritizing skills
written communication
Detail oriented and highly organized
multitasker
According to JobzMall, the average salary range for a Chase Wealth Management Private Client Advisor in 2125 E Main St, Bridgeport, CT 06610, USA is $75,000 to $100,000 per year.
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JPMorgan Chase Bank, N.A., doing business as Chase Bank, is a national bank headquartered in Manhattan, New York City, that constitutes the consumer and commercial banking subsidiary of the U.S. multinational banking and financial services holding company, JPMorgan Chase.

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